Great wealth casts a long shadow for those who have it.
You might not think so, but for those who have it, great wealth casts a looonnng shadow. Society heaps praise on the wealth creators, but the inheritors are often seen as people who “got lucky” by birth. This next generation frets it’s selfish and privileged to talk about their struggles.
In this episode, we meet someone who knows just what that’s like.
Someone who knows how to navigate these challenges, and who embraces the positive power of wealth.
Along the way, we’ll discover why pursuing personal aspirations is an important step toward a family’s Purpose of Wealth.
Join Narelle Hooper as she speaks with Kristin Keffeler, Chief Learning Officer at the Denver-based Johnson Financial Group, and Brad Simmons, Head of South Australia, Mutual Trust.
Want to know more about the groundbreaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au - or email us at purposeofwealth@mutualtrust.com.au
Purpose of Wealth is hosted by Narelle Hooper
Producer and editor is Samuel Phelps
Executive Producer is Lauren McWhirter

Episode 25 What Matters Most
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Episode 24 Family Stories: The Heart of Legacy
37:10

Episode 23 From Checkouts to Cutting‑Edge Tech – how Australian venture capital is growing
51:30